See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,049 | $124,185-83.9% | $108,410-81.5% | $167,490-88.0% |
| Participation rate | 85.7% | 82.3%+3.4pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 19.30% | 1379.64%-1360.3pp | 905.27%-886.0pp | 478.56%-459.3pp |
| Employer contribution / active EE | $1,341 | $4,187-68.0% | $3,558-62.3% | $4,837-72.3% |
| Participant deferral / active EE | $1,087 | $6,908-84.3% | $6,563-83.4% | $6,341-82.9% |
| Admin fee / account holder | $73 | $9,455-99.2% | $7,295-99.0% | $12,309-99.4% |